记者从中国物流与采购联合会了解到，"十四五"期间，我国现代物流发展取得重要成就，物流市场规模持续保持世界第一，现代物流体系建设取得积极进 展，为畅通国民经济循环、推动高质量发展提供有力支撑。 "十四五"期间，我国社会物流总额保持稳中有升发展态势。2025年，全社会物流总额规模有望达到380万亿元，5年间增长约80万亿元。我国物流业总收入规 模持续扩张，5年间增长约4万亿元，2025年预计将超过14万亿元，市场规模有望连续10年位居世界第一。 中国物流与采购联合会会长 蔡进："十四五"以来，应该说中国的物流业发展还是非常具有成效的。我们国家的物流规模已经连续9年成为世界第一，这也充 分体现了超大规模市场的优势，对我国国民经济的发展起到了积极的支撑作用。 国际物流需求日益旺盛，国际物流网络持续织密。中欧班列通达欧洲229个城市、亚洲100多个城市。航空企业国际货运市场份额达44％，"空中丝绸之路"辐 射境外83个国家213个城市。我国海运船队规模全球最大，与100多个国家和地区建立了航线联系，海运连接度常年位居世界第一。跨境公路货物货运量出现 倍增，车辆首次以公路直达运输的方式跨越里海、抵达欧洲。 "十四五"物流 ...

Core Viewpoint - The company, Geekplus (02590), has reported impressive financial results in its first earnings forecast since going public, indicating a significant improvement in operational efficiency and a move towards profitability [1][4]. Financial Performance - For the first half of 2025, the company expects revenue between 995-1,030 million yuan, representing a year-on-year growth of 27-32% [1]. - The net loss for the reporting period is projected to be between 45-55 million yuan, a substantial reduction of 90-92% compared to the previous year [1]. - Adjusted net loss is expected to be between 10-20 million yuan, also significantly narrowed by 90-95% [1]. Business Expansion - The company has established a wholly-owned subsidiary, Beijing Geekplus Embodied Intelligence Technology Co., Ltd., to enter the embodied intelligence sector, focusing on mechanical picking and general robotics [2]. - This new business aims to leverage the company's existing AMR product line and strong brand influence to accelerate the commercialization of embodied intelligence technologies [2]. Market Position and Strategy - Geekplus is positioned to capitalize on the trillion-dollar robotics market, with a development path likely starting from warehousing and expanding into smart manufacturing and commercial services [2]. - The company has a global presence, covering over 40 countries and serving more than 800 end customers, with a customer repurchase rate of 74.6% in 2024, significantly above the industry average [2]. Technological Advancements - The company has a strong focus on R&D, with 1,867 patents and a research team comprising 41% of its workforce, making it one of the largest R&D teams in the industry [3]. - The technological barriers and commercial capabilities of Geekplus position it favorably for future growth and valuation increases [5]. Industry Trends - Recent government policies, such as the "Artificial Intelligence +" initiative, are expected to drive the commercialization of AI applications across various sectors, providing strategic opportunities for Geekplus [4]. - The company is seen as a leader in the robotics industry, poised to advance technology towards more intelligent and versatile applications [4].